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The Best Investment You'll Ever Make.

EquityEffect is designed to be the only fully-integrated portfolio and cap table management platform investors will ever need.

• No more switching between spreadsheets.
• No more fixing errors in your companies’ cap tables.
• No more wondering how companies reaching new milestones or financing rounds affects your fund performance.

EE Invest is easy-to-use and easier to implement. Pain-free onboarding? Yes, please.

Portfolio companies with less than 100 equity holders use our cap table management software free!

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Single Source of Truth.
Zero Source of Stress.

EE Invest is your single source of truth across your investment portfolio, no matter what cap table software your companies use.

Here’s what your newfound peace of mind is going to look like:

  • One single, consistent view of cap tables across your portfolio.
  • Managed updating and error checking (regular or on-demand).
  • White-glove managed onboarding of portfolio company cap tables.
Portfolio Dashboard

Your Portfolio Performance Dashboard Battle Station

Security-level, company-level, fund-level; everything’s right there, for your viewing pleasure. Better yet, chart your performance over time; by industry, partner and beyond. Welcome to the driver’s seat.

  • View funds, companies, and securities in a single dashboard.
  • Get snapshots of each company’s financing, valuation history, co-investors, and waterfall.
  • Analyze the value of your companies, holdings, and investment performance over time.
Portfolio Dashboard

Instant Access to Scenario Models

Robust scenario analysis at the fund- and company-level to model upside potential, new rounds and help you make better investment decisions.

  • Run scenarios at the individual company level, including next-round modeling, exit modeling, and pro-forma modeling.
  • Run scenarios at any degree of complexity; from upside potential modeling to pro-forma scenarios across multiple fundraising rounds.
  • Roll up and run scenarios at the fund level to evaluate potential future states for the fund.
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Scenario Modeling

Robust Reporting & Integration

Run the reports you need for an investment committee meeting, auditors, LPs, and more—all at the click of a button. Export to PDF or Excel. Integrates with external data, including Crunchbase, your fund admin, and more to ensure that what you’re seeing is always the latest and greatest.

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Reports
Hear From Our Customers

EquityEffect’s powerful what if scenario planning feature completely suits our VC needs, allowing us to easily create multiple investment scenarios and compare them side-by-side, eliminating the need for cumbersome spreadsheet calculations.

- Viola Ventures

Our cap table is complex, and EquityEffect’s platform handles it all - our financing rounds, certificates and employees’ options. Their automatic document generation workflow and electronic signatures saves us time and money, and eliminates errors.

- Clicktale

As all of our options, terminations and transactions are managed in EquityEffect, we know that the ASC 718 reports we create with EquityEffect are correct and have taken all factors into consideration, and can send them directly to our auditors. EquityEffect is a One Stop Shop for stock administration and accounting purposes – highly recommended.

- Kaltura

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